by Manish C. Bhatia | Feb 1, 2017 | News + Trends
When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation of...
by Manish C. Bhatia | Dec 1, 2016 | News + Trends
> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan. > If you do not have an estate plan in place, the end of the year is an ideal time to begin planning. > Proper planning can help avoid unintended...
by Manish C. Bhatia | Nov 1, 2016 | News + Trends
> The presence of a proper estate plan ensures efficient administration while reducing the likelihood of conflict amongst family members. > Life insurance or other liquidity can alleviate the strain on the estate in the interest of preserving the assets. ...
by Manish C. Bhatia | Aug 1, 2016 | News + Trends
> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate. ...
by Manish C. Bhatia | May 1, 2016 | News + Trends
> Without an estate plan, Prince’s half-siblings will stand to inherit the same share as his full-sibling. > Failure to plan for a potential estate tax liability may lead to a forced liquidation of estate assets, including his vault of unreleased music. >...